By otakuyassine3@gmail.com 
Oracle ORCL is scheduled to report its second-quarter fiscal 2025 results on Dec. 9.
For the second quarter of fiscal 2025, total revenues are expected to grow 7-9% at cc and 8-10% in dollar terms.
The Zacks Consensus Estimate for revenues is currently pegged at $14.12 billion, suggesting growth of 9.14% from the year-ago quarter’s reported figure.
The company’s non-GAAP EPS is expected to grow 6-10% and be in the range of $1.42-$1.46 at constant currency and between $1.45 and $1.49 in USD.
The consensus mark for earnings is pegged at $1.48 per share, unchanged over the past 30 days. The figure indicates 10.45% growth from the year-ago period.
Oracle Corporation price-eps-surprise | Oracle Corporation Quote
Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.
In the last reported quarter, Oracle delivered an earnings surprise of 5.3%. The company’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while missing the same once, the average being 2.28%.
Image Source: Zacks Investment Research
Our proven model does not conclusively predict an earnings beat for Oracle this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Oracle has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Oracle’s second-quarter fiscal 2025 results are expected to reflect strong momentum in cloud adoption and artificial intelligence integration. The widespread shift toward hybrid and flexible work models are likely to have driven increased demand for Oracle Cloud Infrastructure (“OCI”) services and cloud-based applications during the quarter.
The company’s strategic expansion in cloud partnerships with Microsoft MSFT, Amazon AMZN and Alphabet GOOGL in the to-be-reported quarter is expected to have been a significant growth catalyst. Notable developments include the launch of Oracle Database@Azure in Australia, Oracle Database@Google Cloud across multiple regions in the United States and Europe, and Oracle Database@AWS. These partnerships enable customers to access Oracle’s database services across major cloud platforms, potentially expanding the company’s market reach and revenue streams.
In the financial technology sector, Oracle strengthened its position with the introduction of the Financial Crime and Compliance Management Monitor, offering advanced visualization tools for banks’ risk management and compliance needs. The company also made significant strides in artificial intelligence, launching OCI Generative AI Agents with RAG capabilities and introducing GenDev for enterprises, an AI-centric application development infrastructure.
Enterprise software adoption appears robust, with Oracle’s cloud-based applications like NetSuite ERP and Fusion ERP gaining traction. The company enhanced its NetSuite Enterprise Performance Management solution with AI-powered updates, aiming to improve financial teams’ reporting and decision-making capabilities. Oracle’s Fusion Data Intelligence platform also received AI upgrades to help organizations maximize the value of their data assets.
Industry-specific wins during the quarter include Hyatt’s selection of the Oracle OPERA Cloud hospitality platform for its global hotel portfolio and the implementation of Oracle’s Oncology electronic health record solutions at Alfred Health. Additionally, the company’s partnership with AT&T to incorporate IoT connectivity into its Enterprise Communications Platform demonstrates continued innovation in emerging technologies.
Oracle’s technical foundation remains strong, evidenced by the release of Java 23 with enhanced platform stability and security features. The company’s Gen 2 Cloud architecture continues to deliver competitive advantages through high-bandwidth and low-latency RDMA networks, offering superior performance at lower costs.
Looking ahead, Oracle’s sustained investment in cloud infrastructure expansion and aggressive push into AI services positions it favorably in the competitive software industry. The company’s multi-cloud strategy and focus on industry-specific solutions could drive continued growth in enterprise cloud adoption and digital transformation initiatives.
Share this content: